Directory / MarshBerry
MarshBerry
Leading M&A advisory and consulting firm for insurance agencies and brokerages.
Key facts
- Website
- marshberry.com
- Founded
- 1981
- Pricing
- Commission/success-fee based, contact for terms
- Rating
- No reviews yet
About MarshBerry
MarshBerry is a leading M&A advisory and consulting firm for insurance agencies and brokerages. It fits insurance agency and brokerage owners weighing a sale or perpetuation plan, where valuation multiples and buyer relationships are specific to that industry.
Key features
- M&A advisory for insurance and wealth management firms
- Debt and capital raising services
- Proprietary benchmarking and market intelligence platform
- 1,460+ transactions advised since 2009
- Offices in Ohio, California, Michigan, New York, Texas, Netherlands
Pros & cons
Pros
- Long track record since 1981, deep insurance-sector focus
- Extensive deal data ($35B+ advised value 2012-2025)
- Multiple U.S. and international offices
Cons
- No public fee/commission rates
- Narrow industry focus (insurance/wealth management only)
Reviews
No reviews yet. Be the first to share your experience with MarshBerry.
Frequently Asked Questions About MarshBerry
What is MarshBerry?
MarshBerry is a leading M&A advisory and consulting firm for insurance agencies and brokerages.
Who is MarshBerry for?
It fits insurance agency and brokerage owners weighing a sale or perpetuation plan, where valuation multiples and buyer relationships are specific to that industry.
What category does MarshBerry fall under?
MarshBerry is a business broker and M&A advisory firm serving the insurance agency and brokerage sector.
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